Financial Partners Group (Tennessee)’s Pacer US Cash Cows 100 ETF COWZ Stock Holding History

Financial Partners Group (Tennessee)’s Portfolio COWZ Stock Details COWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,097	Closed	-$292K	–	81
2023 Q2	$292K	Buy	6,097 +1,771	+41%	+$82.2K	0.15%	68
2023 Q1	$203K	Sell	4,326 -93	-2%	-$4.44K	0.11%	71
2022 Q4	$204K	Buy	+4,419	New	+$206K	0.12%	67

Other funds holding COWZ

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Financial Partners Group (Tennessee)'s COWZ Position: Q3 2023 in Review

Financial Partners Group (Tennessee) sold out of Pacer US Cash Cows 100 ETF (COWZ) in Q3 2023, closing a stake of 6,097 shares — an estimated $292K sold.

Financial Partners Group (Tennessee) first reported a position in COWZ in Q4 2022 and held it in 3 quarters. The position peaked at $292K in Q2 2023. 578 funds tracked by Wall St. Rank hold COWZ as of Q3 2023.

Financial Partners Group (Tennessee) reported no remaining Pacer US Cash Cows 100 ETF position as of Q3 2023 after selling out during the quarter.
Financial Partners Group (Tennessee) sold 6,097 Pacer US Cash Cows 100 ETF shares in Q3 2023, an estimated $292K.
Financial Partners Group (Tennessee) first reported a position in Pacer US Cash Cows 100 ETF in Q4 2022 and held it in 3 quarters.
Financial Partners Group (Tennessee)'s Pacer US Cash Cows 100 ETF position peaked at $292K in Q2 2023.
578 funds tracked by Wall St. Rank held Pacer US Cash Cows 100 ETF as of Q3 2023.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q3 2023, filed 13 Nov 2023.